Heartwood Wealth Advisors’s KKR & Co KKR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$229K	Buy	+1,723	New	+$229K	0.02%	174
2025 Q1	–	Sell	-1,667	Closed	-$247K	–	176
2024 Q4	$247K	Buy	+1,667	New	+$247K	0.03%	150